Filed August 2, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,267 | $48,076+320.7% | $78,689+157.0% | $62,891+221.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.47% | 31.35%-22.9pp | 62.18%-53.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $7,662 | $2,015+280.3% | $2,851+168.8% | $2,281+235.9% |
| Participant deferral / active EE | $12,441 | $2,588+380.8% | $3,517+253.8% | $3,203+288.4% |
| Admin fee / account holder | $11,368 | $3,207+254.4% | $4,510+152.0% | $4,296+164.6% |